Avora Wealth LLC

Avora Wealth LLC is a newly formed registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses, although its initial ADV filing reports no assets under management or active client accounts. The firm says it constructs portfolios using ETFs, individual stocks and bonds and may retain legacy positions for tax or strategic reasons.

The brochure describes a primarily long‑term investment orientation that uses both fundamental and technical analysis and, when appropriate, shorter‑term trades for rebalancing, tax harvesting, or cash needs; the adviser typically implements strategies on a discretionary basis and permits clients to impose reasonable investment restrictions. Fees are charged on an asset‑based basis and deducted monthly, and client assets are held at a third‑party custodian while the adviser does not accept custody beyond authorized fee deductions.

Noteworthy aspects include that the firm is operated by a single principal and, as of the filing, had not yet begun managing client assets, indicating it is in a start‑up phase rather than an established institutional manager. The principal also maintains insurance licensure and may receive commission compensation for insurance sales, and the firm discloses an institutional relationship with its custodian that provides software and operational benefits—items the brochure identifies as potential conflicts of interest.